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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1070 | 985 | 1223 | 1089 | 1365 | 1667 |
Fund Return | 6.97% | -1.52% | 22.33% | 2.87% | 6.42% | 5.24% |
Place in category | 416 | 459 | 349 | 138 | 233 | 141 |
% in Category | 58 | 67 | 54 | 22 | 37 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 18.44B | 20.91 | 9.04 | 12.97 | ||
BlackRock Equity Dividend Instl | 10.75B | 12.18 | 6.69 | 9.54 | ||
BlackRock International Index Instl | 10.17B | 6.98 | 2.85 | 5.20 | ||
BlackRock International Index Inv A | 10.17B | 6.70 | 2.58 | 4.92 | ||
BlackRock Global Allocation Inv A | 8.53B | 8.48 | 0.60 | 5.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard Total Intl Stock Index Adm | 75.61B | 8.18 | 1.45 | 4.94 | ||
Fidelity International Index Inst | 52.9B | 6.96 | 2.81 | 5.35 | ||
Fidelity Series Global ex US Index | 48.18B | 8.52 | 1.64 | 4.77 | ||
Strategic Advisers International I | 42.32B | 8.45 | 1.91 | 6.07 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.78 | 750.9 | +4.03% | |
ASML Holding | NL0010273215 | 2.42 | 642.10 | +1.68% | |
Nestle | CH0038863350 | 1.62 | 76.00 | +0.05% | |
AstraZeneca | GB0009895292 | 1.43 | 10,474.0 | +4.09% | |
Shell | GB00BP6MXD84 | 1.37 | 31.61 | +0.25% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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